Security Snapshot

SUN LIFE FINANCIAL INC - Common Stock (SLF) Institutional Ownership

CUSIP: 866796105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

436

Shares (Excl. Options)

250,811,427

Price

$62.40

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Type / Class
Equity / Common Stock
Symbol
SLF on NYSE
Shares outstanding
577,941,890
Price per share
$62.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
250,811,427
Total reported value
$15,741,589,112
% of total 13F portfolios
0.01%
Share change
-1,344,267
Value change
-$80,023,161
Number of holders
436
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SLF - SUN LIFE FINANCIAL INC - Common Stock is tracked under CUSIP 866796105.
  • 436 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 436 to 53 between Q4 2025 and Q1 2026.
  • Reported value moved from $15,741,589,112 to $189,573,760.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 436 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 866796105?
CUSIP 866796105 identifies SLF - SUN LIFE FINANCIAL INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of SUN LIFE FINANCIAL INC - Common Stock (SLF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.3% $2,498,899,366 42,189,758 BlackRock, Inc. 31 Dec 2024

As of 31 Dec 2025, 436 institutional investors reported holding 250,811,427 shares of SUN LIFE FINANCIAL INC - Common Stock (SLF). This represents 43% of the company’s total 577,941,890 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SUN LIFE FINANCIAL INC - Common Stock (SLF) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ROYAL BANK OF CANADA 7.8% 45,298,133 -10% 0.5% $2,826,604,000
VANGUARD GROUP INC 4.5% 25,884,084 +2.1% 0.02% $1,615,788,059
TD Asset Management Inc 2.7% 15,344,924 -2.4% 0.77% $959,148,706
BANK OF MONTREAL /CAN/ 1.8% 10,333,278 +5.3% 0.26% $645,057,226
1832 Asset Management L.P. 1.8% 10,208,238 +0.3% 0.81% $636,994,051
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.3% 7,651,567 -4% 0.39% $478,643,529
CIBC WORLD MARKET INC. 1.2% 6,698,719 +34% 0.75% $418,201,027
NORGES BANK 1.1% 6,376,216 0.04% $398,036,743
NATIONAL BANK OF CANADA /FI/ 1.1% 6,318,169 -12% 0.4% $393,840,820
TORONTO DOMINION BANK 1.1% 6,241,385 +7.9% 0.69% $389,623,849
MACKENZIE FINANCIAL CORP 1.1% 6,208,589 -32% 0.46% $388,330,865
BANK OF NOVA SCOTIA 1% 5,991,249 +27% 0.55% $373,984,009
Federation des caisses Desjardins du Quebec 0.96% 5,574,031 -1.3% 1.3% $347,837,445
GEODE CAPITAL MANAGEMENT, LLC 0.96% 5,529,609 +6.7% 0.02% $353,181,445
FMR LLC 0.93% 5,373,177 +0.1% 0.02% $335,414,925
CANADA PENSION PLAN INVESTMENT BOARD 0.86% 4,980,720 +32% 0.21% $310,922,586
MORGAN STANLEY 0.68% 3,952,646 +87% 0.01% $246,645,125
Legal & General Group Plc 0.67% 3,896,312 +0.95% 0.05% $243,541,964
SCOTIA CAPITAL INC. 0.57% 3,274,447 -0.89% 0.82% $204,208,642
LETKO, BROSSEAU & ASSOCIATES INC 0.56% 3,208,223 +0.41% 3.3% $200,532,954
Beutel, Goodman & Co Ltd. 0.55% 3,173,364 -26% 1.2% $198,353,000
Connor, Clark & Lunn Investment Management Ltd. 0.48% 2,748,278 -25% 0.45% $171,545,246
JPMORGAN CHASE & CO 0.45% 2,589,180 -5.3% 0.01% $161,564,901
WELLINGTON MANAGEMENT GROUP LLP 0.39% 2,245,209 +123% 0.02% $140,338,868
TD Waterhouse Canada Inc. 0.38% 2,187,623 +11% 0.85% $136,437,624

Institutional Holders of SUN LIFE FINANCIAL INC - Common Stock (SLF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,984,107 $189,573,760 +$78,728,396 $62.56 53
2025 Q4 250,811,427 $15,741,589,112 -$80,023,161 $62.40 436
2025 Q3 251,184,192 $15,121,910,628 -$986,673,471 $60.03 430
2025 Q2 264,451,608 $17,597,668,171 +$541,202,758 $66.45 441
2025 Q1 256,559,337 $14,718,493,888 -$304,202,947 $57.26 414
2024 Q4 262,042,373 $15,553,936,509 -$475,976,364 $59.34 429
2024 Q3 270,834,842 $15,703,840,495 +$178,361,927 $58.02 413
2024 Q2 268,395,120 $13,154,916,138 -$336,339,498 $48.99 389
2024 Q1 267,470,701 $14,560,890,385 +$14,895,892 $54.58 409
2023 Q4 269,742,208 $13,998,054,295 +$201,170,563 $51.86 389
2023 Q3 266,036,162 $12,988,236,675 -$49,681,465 $48.80 367
2023 Q2 267,727,622 $13,960,007,682 -$167,921,627 $52.12 369
2023 Q1 270,172,507 $12,619,414,140 -$2,860,259 $46.70 369
2022 Q4 255,761,161 $11,872,697,803 -$184,589,152 $46.42 351
2022 Q3 271,750,177 $10,869,110,194 -$399,804,546 $39.76 346
2022 Q2 281,099,084 $12,902,811,865 +$260,982,051 $45.81 339
2022 Q1 277,068,418 $15,474,302,350 -$154,785,495 $55.83 345
2021 Q4 279,787,181 $15,587,506,602 -$276,860,730 $55.69 338
2021 Q3 276,263,240 $14,226,255,819 +$271,613,786 $51.45 307
2021 Q2 271,516,063 $14,001,407,769 +$253,889,277 $51.54 309
2021 Q1 263,569,159 $13,327,242,405 +$316,557,393 $50.54 333
2020 Q4 259,653,005 $11,573,400,765 -$157,963,665 $44.45 335
2020 Q3 267,504,177 $10,897,923,134 +$50,155,117 $40.73 297
2020 Q2 266,861,076 $9,781,340,521 +$305,841,339 $36.74 290
2020 Q1 258,582,348 $8,259,997,977 -$67,046,087 $32.08 289
2019 Q4 259,764,636 $11,836,685,796 +$100,243,667 $45.58 310
2019 Q3 257,665,140 $11,530,021,826 +$536,362,437 $44.76 295
2019 Q2 243,322,982 $10,066,936,217 -$198,112,352 $41.36 290
2019 Q1 247,629,296 $9,513,778,117 +$34,111,220 $38.41 295
2018 Q4 247,220,955 $8,196,733,845 -$208,534,223 $33.18 290
2018 Q3 250,375,883 $9,946,725,798 -$96,869,312 $39.75 303
2018 Q2 251,355,333 $10,092,443,959 -$284,980,103 $40.14 295
2018 Q1 258,516,842 $10,613,833,178 +$390,171,690 $41.08 292
2017 Q4 249,199,742 $10,291,012,145 +$129,114,296 $41.26 291
2017 Q3 251,664,858 $10,002,071,690 -$78,588,051 $39.82 266
2017 Q2 251,376,311 $8,978,445,444 -$276,633,842 $35.75 256
2017 Q1 260,488,196 $9,507,564,373 -$152,818,689 $36.54 258
2016 Q4 262,169,079 $10,066,944,832 -$5,661,681 $38.41 265
2016 Q3 259,393,427 $8,437,913,263 +$203,254,440 $32.54 237
2016 Q2 254,018,242 $8,325,735,961 -$95,773,570 $32.82 243
2016 Q1 249,989,323 $8,072,986,614 -$145,980,788 $32.27 236
2015 Q4 265,263,588 $8,273,878,276 -$69,318,173 $31.19 235
2015 Q3 267,582,924 $8,621,936,808 +$208,667,046 $32.25 222
2015 Q2 261,486,624 $8,735,897,585 +$13,004,998 $33.40 223
2015 Q1 260,781,268 $8,035,818,596 +$251,497,534 $30.82 219
2014 Q4 260,918,171 $9,489,610,621 -$183,357,968 $36.07 220
2014 Q3 265,728,302 $9,664,247,483 -$29,598,935 $36.27 208
2014 Q2 267,748,248 $9,867,827,592 -$55,616,630 $36.72 211
2014 Q1 268,826,500 $9,371,746,177 +$225,465,610 $34.63 213